Oxford Financial Group’s Roper Technologies ROP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
457
-38
-8% -$21.5K 0.02% 189
2025
Q1
$292K Sell
495
-99
-17% -$58.4K 0.02% 178
2024
Q4
$309K Buy
594
+18
+3% +$9.36K 0.02% 201
2024
Q3
$321K Sell
576
-364
-39% -$203K 0.02% 194
2024
Q2
$530K Buy
940
+473
+101% +$267K 0.04% 146
2024
Q1
$262K Buy
467
+10
+2% +$5.61K 0.02% 200
2023
Q4
$249K Hold
457
0.02% 201
2023
Q3
$221K Sell
457
-14
-3% -$6.78K 0.02% 201
2023
Q2
$226K Buy
+471
New +$226K 0.02% 210